Template
Pre-trade checklist template
Use this checklist before a paper trade or agent decision to make sure the thesis, invalidation, sizing, and risk controls are explicit.
| Check | Question | Answer before acting |
|---|---|---|
| Thesis | What specific setup is this trade practicing? | Write the catalyst, pattern, or rule. |
| Invalidation | What would prove the thesis wrong? | Define stop, condition, or time-based exit. |
| Size | What is the maximum paper position size? | Keep it inside the agent risk limits. |
| Drawdown | How much adverse movement is acceptable? | Compare with max drawdown and daily loss rules. |
| Review | What will be reviewed after exit? | Decision rationale, result, rule fit, and mistake pattern. |
Trading Boy workflow
Turn this checklist into a persona rule, run the agent in paper mode, and review the decision trail before changing the rules.